Responsibilities:
Collaborate closely with the global data teams
Data expert on investment data points, processes, methodologies, calculations & different fund structures
Manage business relationships with fund companies. Connecting with providers & setting up acquisition channels as well as acting as a point of escalation
Meet the predetermined production deadlines for internal and external clients
Continuously evaluate procedures, create and enhance analytical tools, and implement process improvement projects.
Utilize project management methodologies such as LEAN Six Sigma to track, evaluate and determine resolution approach for complex data issues.
Collect and maintain Morningstar data, ensuring high levels of data accuracy, completeness and coverage.
Demonstrate a high sense of ownership of the issues in the data ticket queue to be responsive and provide timely updates, follow-up, expedition, and resolution.
Understand roles, responsibilities, and expertise of internal partners to expedite issue resolution.
Translate requests from internal clients into detailed written specifications and user stories.
Skills:
A bachelor's degree or equivalent is required
Solid understanding of the financial industry and passionate about investment data.
Collaborates well in a team environment, have the ability to communicate and work with team members from diverse backgrounds, in a conscientious and inclusive way.
Sensitive to clients' needs
Excellent organizational and time-management skills, capable of handling high volumes of data and meeting strict deadlines
You will be collaborating with cross functional teams and leading from the front when it comes to Portfolio data, Performance data, etc. so experience within data methodology/quality and processes is a big bonus.
Previous Experience In Project Management Is Preferred.
Proficiency in Microsoft Excel
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